Forgent Power Solutions CFO holds 17,147 options
Distributions on the incentive units may be made in Class A shares or cash, with the form of payment elected by Forgent Parent II LP.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
3
Rhea-AI Filing Summary
Forgent Power Solutions, Inc. (FPS) lists Amy E. Ard, its Chief Financial Officer, as holding non-qualified stock options covering 17,147 Class A common shares, with a $29.27 exercise price and expiration on September 1, 2036. The options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service.
The report also lists incentive units representing an equivalent 157,393 Class A shares, based on the October 20, 2026 closing price and subject to adjustment under the partnership agreement. Distributions on the units may be paid in equivalent shares or cash, at Forgent Parent II LP's election. Reported RSUs vest in three equal installments beginning February 4, June 1, and September 1, 2027, subject to continued service.
Insider Trade Summary
Holdings reported, no transactions
Holdings
Insider
Ard Amy E
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Holding | Non-qualified stock options (right-to-buy) F4 | -- | -- | -- |
| Holding | Incentive units F7, F5, F6, F8, F9 | -- | -- | -- |
| Holding | Class A Common Stock F1 | -- | -- | -- |
| Holding | Class A Common Stock F2 | -- | -- | -- |
| Holding | Class A Common Stock F3 | -- | -- | -- |
Holdings:
Non-qualified stock options (right-to-buy) — 17,147 contracts (Direct);
Incentive units — 157,393 contracts (Direct);
Class A Common Stock — 62,212 shares (Direct)
Footnotes (9)
- F1. Consists of restricted stock units (RSUs). The RSUs vest, subject to the Reporting Person's continued service through the applicable vesting date in three equal installments beginning on September 1, 2027.
- F2. Consists of restricted stock units (RSUs). The RSUs vest, subject to the Reporting Person's continued service through the applicable vesting date in three equal installments beginning on February 4, 2027.
- F3. Consists of restricted stock units (RSUs). The RSUs vest, subject to the Reporting Person's continued service through the applicable vesting date in three equal installments beginning on June 1, 2027.
- F4. Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date.
- F5. The incentive units represent a right to receive distributions from Forgent Parent II LP and are intended to constitute profits interests for federal income tax purposes. Distributions on incentive units are determined by, and subject to the conditions of, the terms of the applicable limited partnership agreement, and may be paid in (i) an equivalent number of shares of the Issuer's Class A Common Stock based on its then-current value or, (ii) at the election of Forgent Parent II, cash.
- F6. Not applicable.
- F7. Represents the equivalent number of shares of Class A common stock of the Issuer represented by the Reporting Person's incentive units in the Forgent Parent II LP, based upon price of the Class A common stock at close on October 20, 2026, which amount is subject to adjustment in accordance with the terms of the applicable limited partnership agreement, as it may be amended from time to time.
- F8. Pursuant to Rule 16a-1(a)(4) under the Securities Exchange Act of 1934, as amended (the "Exchange Act"), this filing shall not be deemed an admission that the Reporting Person is, for purposes of Section 16 of the Exchange Act or otherwise, the beneficial owner of any equity securities in excess of the Reporting Person's pecuniary interest.
- F9. The Reporting Person may be deemed to beneficially own shares of Class A common stock underlying the incentive units to the extent of her direct or indirect pecuniary interest in the profits, capital accounts or distributions on such incentive interests. The Reporting Person disclaims beneficial ownership of these securities, except to the extent of the Reporting Person's pecuniary interest therein, if any.
Key Figures
Shares underlying non-qualified stock options: 17,147 shares
Option exercise price: $29.27 per share
Option expiration date: September 1, 2036
+1 more
4 metrics
Shares underlying non-qualified stock options
17,147 shares
Options reported by Amy E. Ard
Option exercise price
$29.27 per share
Non-qualified stock options
Option expiration date
September 1, 2036
Non-qualified stock options
Incentive-unit share equivalent
157,393 shares
Based on the October 20, 2026 closing price; subject to adjustment under partnership terms
Key Terms
Non-qualified stock options, incentive units, profits interests, restricted stock units (RSUs)
4 terms
Non-qualified stock options financial
"Non-qualified stock options vest in three equal annual installments"
Non-qualified stock options are a type of employee benefit that gives individuals the right to buy company shares at a set price, usually lower than the market value, within a certain period. Unlike other options that may have special tax advantages, these options are taxed as income when exercised, which can affect how much money the employee or investor ultimately gains. They are important because they can influence company compensation strategies and impact the financial outcomes for employees and investors.
incentive units financial
"The incentive units represent a right to receive distributions"
Incentive units are ownership stakes a company grants to employees, contractors or advisors as part of pay, which become valuable only after certain conditions are met (for example, after a period of time or when performance targets are hit). They matter to investors because they create potential future claims on profits or ownership—similar to performance-based coupons that convert into a slice of the business—and can dilute existing holders or change incentives for management.
profits interests financial
"intended to constitute profits interests for federal income tax purposes"
restricted stock units (RSUs) financial
"Consists of restricted stock units (RSUs)."
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many FPS options did Amy E. Ard report, and what are their terms?
Amy E. Ard reported options covering 17,147 Class A shares with a $29.27 exercise price, expiring September 1, 2036. They vest in three equal annual installments starting on the first anniversary of the grant date, subject to continued service.
How can distributions on Forgent Power Solutions incentive units be paid?
Distributions may be paid in an equivalent number of Class A common shares or in cash, at Forgent Parent II LP's election. The reported share equivalent is 157,393 shares, based on the October 20, 2026 closing price and subject to adjustment under the partnership agreement.
AI-generated analysis. How Rhea-AI works. Not financial advice.
